Creating comments via the Risk Cloud API allows custom integrations to post contextual updates to records to keep related information from external sources centralized in the Risk Cloud. In this article, we will walk through…
From field values to due dates, the Risk Cloud’s Record API enables you to export and process your record data via the Risk Cloud API. Additionally, API users can filter records by application, workflow, step,…
A service account is a Risk Cloud user created to be the identity for an automated integration. It has a Role, entitlements, and permission sets like any other user, but no person logs into it…
When you create Fields in Risk Cloud, you have the ability to name them, label them, add selectable options, among many other configuration options. In this guide, we will walk through how to do the…
User Groups give you the ability to provide more detailed access to particular records in your application, similar to how permission sets allow you to restrict access on steps. User Group access will allow you…
Updating records is an essential capability in the Risk Cloud, and with Risk Cloud’s Record API, you can update the values of Risk Cloud records via the Risk Cloud API. Obtain your API Access Token…
Updating roles on a single user can be a common task in the Risk Cloud, and with Risk Cloud’s User API, you can achieve that as well. Prerequisites 1. Get User Retrieve the user that…
Updating users and permission sets on a role can be a common task in the Risk Cloud, and with Risk Cloud’s Roles API, you can achieve that as well. Prerequisites Update Role Endpoint Request This…
Within Risk Cloud, you are able to add “Attachment” Fields to your Records. These Fields allow you, perhaps very obviously, to attach files. Customers use these Fields in order to upload evidence, add documents for…
API Authentication Prior to any interaction with Risk Cloud’s APIs we will need to obtain an Access Token for the Authorization header. Instructions on how the Access Token can be obtained can be found here. Background…
This article details the endpoints for obtaining and exporting field audits. User should have one of the following roles and access in order to view the endpoint results: Field Audit Find All Field Audit By…
Record audits track record events such as when and how a record was created, moved, deleted, and more. Obtain your API Access Token or pull the Risk Cloud Postman Collection to get started. Retrieve Record…